Filed January 22, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $141,118 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 19 · EIN 20-8058531 | Securities Custodian | $81,502 |
AMERICAN FUNDS3 years Filed as: SECURITY CAPITAL RESEARCH & MANAGEM Service code 19 10 SOUTH DEARBORN ST · CHICAGO, IL 60603 | Securities Custodian | $65,059 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $59,831 |
WELLINGTON TRUST COMPANY3 years Service code 19 280 CONGRESS ST · BOSTON, MA 02210 | Securities Custodian | $32,843 |
MERCER3 years Filed as: MERCER INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $22,537 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -21.28% | -13.10%-8.2pp | 0.46%-21.7pp | 2.77%-24.0pp |
| Employer contribution / active EE | $2,617 | $16,278-83.9% | $35,480-92.6% | $15,262-82.9% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |